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Writer's pictureDavid Klimaszewski

A Checklist for Retirement Plan Committees

Updated: Jan 23, 2022

GIVEN THAT THERE ARE so many considerations to weigh when overseeing a retirement plan, it is important for plan sponsors to have a checklist for their committees—whether the sponsor has a single retirement plan committee or dual investment and administrative committees—to cover in quarterly meetings. These meetings typically last between one and two hours.


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